video1.0<iframe src="https://www.loom.com/embed/e65f089790814862ac502c32e96acef2" frameborder="0" width="1152" height="864" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8641152Loomhttps://www.loom.com8641152https://cdn.loom.com/sessions/thumbnails/e65f089790814862ac502c32e96acef2-d6875de17ceceea4.gif147.989In this Loom, I show you how to change a lead’s status in the system, and keep everything accurate when people come in and when they buy or do not buy. I recommend searching the person to confirm they are marked off properly, especially if they came in off Meta ads. You can update stages from the Opportunities tab by dragging and dropping or by clicking the stage and setting it manually, for example New lead, Sale, or Loss. You can also do it from the Contacts tab under Actions. If someone requests opt out or says DND, you can put them in do not disturb to knock them out of email and text.